| As of Date | 03/31/2025 |
| ADV Location | BALTIMORE, MD, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20 -5% |
| of those in investment advisory functions | 11 |
| Registration | SEC, Approved, 08/24/2015 |
| AUM* | 2,662,523,552 27% |
| of that, discretionary | 2,662,523,552 27% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,662,523,552 27% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 410 xxxxxxx |
| Websites |
- Investment companies
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corporation | $ Position$245,315,384 | % Position8.00% | $ Change17.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corporation | $ Position$219,766,185 | % Position7.00% | $ Change2.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameApple Inc. | $ Position$209,535,027 | % Position7.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc. Class A | $ Position$129,572,300 | % Position4.00% | $ Change36.00% | # Change-1.00% |
| Stck Ticker023135106 | Stock NameAmazon.com, Inc. | $ Position$114,769,239 | % Position4.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Inc. | $ Position$87,492,132 | % Position3.00% | $ Change19.00% | # Change-1.00% |
| Stck Ticker30303M102 | Stock NameMeta Platforms, Inc. Class A | $ Position$90,695,930 | % Position3.00% | $ Change-2.00% | # Change-2.00% |
| Stck Ticker369604301 | Stock NameGE Aerospace | $ Position$45,183,164 | % Position2.00% | $ Change9.00% | # Change-7.00% |
| Stck Ticker00548F105 | Stock NameAdams Natural Resources Fund, Inc. | $ Position$54,144,363 | % Position2.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker060505104 | Stock NameBank of America Corp. | $ Position$47,404,400 | % Position2.00% | $ Change8.00% | # Change-1.00% |